WERTHEIMER FREDMAN && SIEGELMAN
Plan context: WERTHEIMER FREDMAN LLC 401(K) PROFIT SHARING PLAN & TRUST
EIN 13-3861880 • White Plains, NY • 26 filings • 5 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$1,216,866
2025 Contributions
$880
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 2 | $1,216,866 | $880 | $440iApproximate average salary by contribution assumption: employee only about $11,000 at 4% or $7,333 at 6%; with 50% employer match about $7,333 at 4% or $4,889 at 6%; with 100% employer match about $5,500 at 4% or $3,667 at 6%. |
| WERTHEIMER FREDMAN LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 2 | $1,216,866 | $880 | $440iApproximate average salary by contribution assumption: employee only about $11,000 at 4% or $7,333 at 6%; with 50% employer match about $7,333 at 4% or $4,889 at 6%; with 100% employer match about $5,500 at 4% or $3,667 at 6%. |
| 2024 | 1 | 2 | $1,097,418 | $5,892 | $2,946iApproximate average salary by contribution assumption: employee only about $73,650 at 4% or $49,100 at 6%; with 50% employer match about $49,100 at 4% or $32,733 at 6%; with 100% employer match about $36,825 at 4% or $24,550 at 6%. |
| WERTHEIMER FREDMAN LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 2 | $1,097,418 | $5,892 | $2,946iApproximate average salary by contribution assumption: employee only about $73,650 at 4% or $49,100 at 6%; with 50% employer match about $49,100 at 4% or $32,733 at 6%; with 100% employer match about $36,825 at 4% or $24,550 at 6%. |
| 2023 | 1 | 2 | $944,290 | $6,833 | $3,417iApproximate average salary by contribution assumption: employee only about $85,413 at 4% or $56,942 at 6%; with 50% employer match about $56,942 at 4% or $37,961 at 6%; with 100% employer match about $42,706 at 4% or $28,471 at 6%. |
| WERTHEIMER FREDMAN LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 2 | $944,290 | $6,833 | $3,417iApproximate average salary by contribution assumption: employee only about $85,413 at 4% or $56,942 at 6%; with 50% employer match about $56,942 at 4% or $37,961 at 6%; with 100% employer match about $42,706 at 4% or $28,471 at 6%. |
| 2022 | 1 | 2 | $787,064 | $24,753 | $12,377iApproximate average salary by contribution assumption: employee only about $309,413 at 4% or $206,275 at 6%; with 50% employer match about $206,275 at 4% or $137,517 at 6%; with 100% employer match about $154,706 at 4% or $103,138 at 6%. |
| WERTHEIMER FREDMAN LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 2 | $787,064 | $24,753 | $12,377iApproximate average salary by contribution assumption: employee only about $309,413 at 4% or $206,275 at 6%; with 50% employer match about $206,275 at 4% or $137,517 at 6%; with 100% employer match about $154,706 at 4% or $103,138 at 6%. |
| 2021 | 1 | 2 | $946,326 | $26,679 | $13,340iApproximate average salary by contribution assumption: employee only about $333,488 at 4% or $222,325 at 6%; with 50% employer match about $222,325 at 4% or $148,217 at 6%; with 100% employer match about $166,744 at 4% or $111,163 at 6%. |
| WERTHEIMER FREDMAN LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 2 | $946,326 | $26,679 | $13,340iApproximate average salary by contribution assumption: employee only about $333,488 at 4% or $222,325 at 6%; with 50% employer match about $222,325 at 4% or $148,217 at 6%; with 100% employer match about $166,744 at 4% or $111,163 at 6%. |
| 2020 | 1 | 2 | $778,902 | $20,760 | $10,380iApproximate average salary by contribution assumption: employee only about $259,500 at 4% or $173,000 at 6%; with 50% employer match about $173,000 at 4% or $115,333 at 6%; with 100% employer match about $129,750 at 4% or $86,500 at 6%. |
| WERTHEIMER FREDMAN LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 2 | $778,902 | $20,760 | $10,380iApproximate average salary by contribution assumption: employee only about $259,500 at 4% or $173,000 at 6%; with 50% employer match about $173,000 at 4% or $115,333 at 6%; with 100% employer match about $129,750 at 4% or $86,500 at 6%. |
| 2019 | 1 | 2 | $641,445 | $16,711 | $8,356iApproximate average salary by contribution assumption: employee only about $208,888 at 4% or $139,258 at 6%; with 50% employer match about $139,258 at 4% or $92,839 at 6%; with 100% employer match about $104,444 at 4% or $69,629 at 6%. |
| WERTHEIMER FREDMAN LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 2 | $641,445 | $16,711 | $8,356iApproximate average salary by contribution assumption: employee only about $208,888 at 4% or $139,258 at 6%; with 50% employer match about $139,258 at 4% or $92,839 at 6%; with 100% employer match about $104,444 at 4% or $69,629 at 6%. |
| 2018 | 1 | 2 | $495,891 | $8,783 | $4,392iApproximate average salary by contribution assumption: employee only about $109,788 at 4% or $73,192 at 6%; with 50% employer match about $73,192 at 4% or $48,794 at 6%; with 100% employer match about $54,894 at 4% or $36,596 at 6%. |
| WERTHEIMER FREDMAN LLC 401 K PROFIT SHARING PLAN TRUST | - | 2 | $495,891 | $8,783 | $4,392iApproximate average salary by contribution assumption: employee only about $109,788 at 4% or $73,192 at 6%; with 50% employer match about $73,192 at 4% or $48,794 at 6%; with 100% employer match about $54,894 at 4% or $36,596 at 6%. |
| 2017 | 1 | 2 | $521,597 | $5,767 | $2,884iApproximate average salary by contribution assumption: employee only about $72,088 at 4% or $48,058 at 6%; with 50% employer match about $48,058 at 4% or $32,039 at 6%; with 100% employer match about $36,044 at 4% or $24,029 at 6%. |
| WERTHEIMER FREDMAN LLC 401 K PROFIT SHARING PLAN TRUST | - | 2 | $521,597 | $5,767 | $2,884iApproximate average salary by contribution assumption: employee only about $72,088 at 4% or $48,058 at 6%; with 50% employer match about $48,058 at 4% or $32,039 at 6%; with 100% employer match about $36,044 at 4% or $24,029 at 6%. |
| 2016 | 1 | 2 | $423,014 | $10,839 | $5,420iApproximate average salary by contribution assumption: employee only about $135,488 at 4% or $90,325 at 6%; with 50% employer match about $90,325 at 4% or $60,217 at 6%; with 100% employer match about $67,744 at 4% or $45,163 at 6%. |
| WERTHEIMER FREDMAN LLC 401 K PROFIT SHARING PLAN TRUST | - | 2 | $423,014 | $10,839 | $5,420iApproximate average salary by contribution assumption: employee only about $135,488 at 4% or $90,325 at 6%; with 50% employer match about $90,325 at 4% or $60,217 at 6%; with 100% employer match about $67,744 at 4% or $45,163 at 6%. |
| 2015 | 1 | 2 | $385,309 | $701 | $351iApproximate average salary by contribution assumption: employee only about $8,763 at 4% or $5,842 at 6%; with 50% employer match about $5,842 at 4% or $3,894 at 6%; with 100% employer match about $4,381 at 4% or $2,921 at 6%. |
| WERTHEIMER FREDMAN LLC 401 K PROFIT SHARING PLAN TRUST | - | 2 | $385,309 | $701 | $351iApproximate average salary by contribution assumption: employee only about $8,763 at 4% or $5,842 at 6%; with 50% employer match about $5,842 at 4% or $3,894 at 6%; with 100% employer match about $4,381 at 4% or $2,921 at 6%. |
| 2014 | 1 | 2 | $389,987 | $709 | $355iApproximate average salary by contribution assumption: employee only about $8,863 at 4% or $5,908 at 6%; with 50% employer match about $5,908 at 4% or $3,939 at 6%; with 100% employer match about $4,431 at 4% or $2,954 at 6%. |
| WERTHEIMER FREDMAN LLC 401 K PROFIT SHARING PLAN TRUST | - | 2 | $389,987 | $709 | $355iApproximate average salary by contribution assumption: employee only about $8,863 at 4% or $5,908 at 6%; with 50% employer match about $5,908 at 4% or $3,939 at 6%; with 100% employer match about $4,431 at 4% or $2,954 at 6%. |
| 2013 | 1 | 2 | $368,755 | $722 | $361iApproximate average salary by contribution assumption: employee only about $9,025 at 4% or $6,017 at 6%; with 50% employer match about $6,017 at 4% or $4,011 at 6%; with 100% employer match about $4,513 at 4% or $3,008 at 6%. |
| WERTHEIMER FREDMAN LLC 401 K PROFIT SHARING PLAN TRUST | - | 2 | $368,755 | $722 | $361iApproximate average salary by contribution assumption: employee only about $9,025 at 4% or $6,017 at 6%; with 50% employer match about $6,017 at 4% or $4,011 at 6%; with 100% employer match about $4,513 at 4% or $3,008 at 6%. |
| 2012 | 1 | 4 | $432,605 | $701 | $175iApproximate average salary by contribution assumption: employee only about $4,381 at 4% or $2,921 at 6%; with 50% employer match about $2,921 at 4% or $1,947 at 6%; with 100% employer match about $2,191 at 4% or $1,460 at 6%. |
| WERTHEIMER FREDMAN LLC 401 K PROFIT SHARING PLAN TRUST | - | 4 | $432,605 | $701 | $175iApproximate average salary by contribution assumption: employee only about $4,381 at 4% or $2,921 at 6%; with 50% employer match about $2,921 at 4% or $1,947 at 6%; with 100% employer match about $2,191 at 4% or $1,460 at 6%. |
| 2011 | 1 | 4 | $377,215 | $13,633 | $3,408iApproximate average salary by contribution assumption: employee only about $85,206 at 4% or $56,804 at 6%; with 50% employer match about $56,804 at 4% or $37,869 at 6%; with 100% employer match about $42,603 at 4% or $28,402 at 6%. |
| WERTHEIMER FREDMAN LLC 401 K PROFIT SHARING PLAN TRUST | - | 4 | $377,215 | $13,633 | $3,408iApproximate average salary by contribution assumption: employee only about $85,206 at 4% or $56,804 at 6%; with 50% employer match about $56,804 at 4% or $37,869 at 6%; with 100% employer match about $42,603 at 4% or $28,402 at 6%. |
| 2010 | 1 | 6 | $386,634 | $1,473 | $246iApproximate average salary by contribution assumption: employee only about $6,138 at 4% or $4,092 at 6%; with 50% employer match about $4,092 at 4% or $2,728 at 6%; with 100% employer match about $3,069 at 4% or $2,046 at 6%. |
| WERTHEIMER FREDMAN LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 6 | $386,634 | $1,473 | $246iApproximate average salary by contribution assumption: employee only about $6,138 at 4% or $4,092 at 6%; with 50% employer match about $4,092 at 4% or $2,728 at 6%; with 100% employer match about $3,069 at 4% or $2,046 at 6%. |
| 2009 | 1 | 4 | $338,084 | $18,667 | $4,667iApproximate average salary by contribution assumption: employee only about $116,669 at 4% or $77,779 at 6%; with 50% employer match about $77,779 at 4% or $51,853 at 6%; with 100% employer match about $58,334 at 4% or $38,890 at 6%. |
| WERTHEIMER FREDMAN LLC 401K PLAN | - | 4 | $338,084 | $18,667 | $4,667iApproximate average salary by contribution assumption: employee only about $116,669 at 4% or $77,779 at 6%; with 50% employer match about $77,779 at 4% or $51,853 at 6%; with 100% employer match about $58,334 at 4% or $38,890 at 6%. |
| 2008 | 1 | 5 | $260,591 | $35,086 | $7,017iApproximate average salary by contribution assumption: employee only about $175,430 at 4% or $116,953 at 6%; with 50% employer match about $116,953 at 4% or $77,969 at 6%; with 100% employer match about $87,715 at 4% or $58,477 at 6%. |
| WERTHEIMER FREDMAN LLC 401K PLAN | - | 5 | $260,591 | $35,086 | $7,017iApproximate average salary by contribution assumption: employee only about $175,430 at 4% or $116,953 at 6%; with 50% employer match about $116,953 at 4% or $77,969 at 6%; with 100% employer match about $87,715 at 4% or $58,477 at 6%. |
| 2007 | 1 | 5 | $321,412 | $29,763 | $5,953iApproximate average salary by contribution assumption: employee only about $148,815 at 4% or $99,210 at 6%; with 50% employer match about $99,210 at 4% or $66,140 at 6%; with 100% employer match about $74,408 at 4% or $49,605 at 6%. |
| WERTHEIMER FREDMAN LLC 401K PLAN | - | 5 | $321,412 | $29,763 | $5,953iApproximate average salary by contribution assumption: employee only about $148,815 at 4% or $99,210 at 6%; with 50% employer match about $99,210 at 4% or $66,140 at 6%; with 100% employer match about $74,408 at 4% or $49,605 at 6%. |
| 2006 | 1 | 5 | $0 | $0 | - |
| WERTHEIMER FREDMAN LLC 401K PLAN | - | 5 | - | - | - |
| 2005 | 1 | 5 | $250,075 | $18,755 | $3,751iApproximate average salary by contribution assumption: employee only about $93,775 at 4% or $62,517 at 6%; with 50% employer match about $62,517 at 4% or $41,678 at 6%; with 100% employer match about $46,888 at 4% or $31,258 at 6%. |
| WERTHEIMER FREDMAN LLC 401K PLAN | - | 5 | $250,075 | $18,755 | $3,751iApproximate average salary by contribution assumption: employee only about $93,775 at 4% or $62,517 at 6%; with 50% employer match about $62,517 at 4% or $41,678 at 6%; with 100% employer match about $46,888 at 4% or $31,258 at 6%. |
| 2004 | 1 | 7 | $218,485 | $51,084 | $7,298iApproximate average salary by contribution assumption: employee only about $182,443 at 4% or $121,629 at 6%; with 50% employer match about $121,629 at 4% or $81,086 at 6%; with 100% employer match about $91,221 at 4% or $60,814 at 6%. |
| WERTHEIMER FREDMAN & SIEGELMAN 401K PROFIT SHARING PLAN & TRUST | - | 7 | $218,485 | $51,084 | $7,298iApproximate average salary by contribution assumption: employee only about $182,443 at 4% or $121,629 at 6%; with 50% employer match about $121,629 at 4% or $81,086 at 6%; with 100% employer match about $91,221 at 4% or $60,814 at 6%. |
| 2003 | 1 | 9 | $238,757 | $42,170 | $4,686iApproximate average salary by contribution assumption: employee only about $117,139 at 4% or $78,093 at 6%; with 50% employer match about $78,093 at 4% or $52,062 at 6%; with 100% employer match about $58,569 at 4% or $39,046 at 6%. |
| WERTHEIMER FREDMAN && SIEGELMAN 401K PROFIT SHARING PLAN && TRUST | - | 9 | $238,757 | $42,170 | $4,686iApproximate average salary by contribution assumption: employee only about $117,139 at 4% or $78,093 at 6%; with 50% employer match about $78,093 at 4% or $52,062 at 6%; with 100% employer match about $58,569 at 4% or $39,046 at 6%. |
| 2002 | 1 | 5 | $153,478 | $39,126 | $7,825iApproximate average salary by contribution assumption: employee only about $195,630 at 4% or $130,420 at 6%; with 50% employer match about $130,420 at 4% or $86,947 at 6%; with 100% employer match about $97,815 at 4% or $65,210 at 6%. |
| WERTHEIMER FREDMAN && SIEGELMAN 401K PROFIT SHARING PLAN && TRUST | - | 5 | $153,478 | $39,126 | $7,825iApproximate average salary by contribution assumption: employee only about $195,630 at 4% or $130,420 at 6%; with 50% employer match about $130,420 at 4% or $86,947 at 6%; with 100% employer match about $97,815 at 4% or $65,210 at 6%. |
| 2001 | 1 | 5 | $0 | $0 | - |
| WERTHEIMER FREDMAN && SIEGELMAN 401K PROFIT SHARING PLAN && TRUST | - | 5 | - | - | - |
| 2000 | 1 | 5 | $113,580 | $35,826 | $7,165iApproximate average salary by contribution assumption: employee only about $179,130 at 4% or $119,420 at 6%; with 50% employer match about $119,420 at 4% or $79,613 at 6%; with 100% employer match about $89,565 at 4% or $59,710 at 6%. |
| WERTHEIMER FREDMAN & SIEGELMAN 401K PROFIT SHARING PLAN & TRUST | - | 5 | $113,580 | $35,826 | $7,165iApproximate average salary by contribution assumption: employee only about $179,130 at 4% or $119,420 at 6%; with 50% employer match about $119,420 at 4% or $79,613 at 6%; with 100% employer match about $89,565 at 4% or $59,710 at 6%. |